Paul Murray is a CFP-designated registered investment advisor at Janney Montgomery Scott LLC, based in Albany, NY, with 34 years of industry experience. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 239,256 clients with $100B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Janney charges a fee based on a percentage of the assets managed in your account. This fee covers investment management, trading, custody, and performance reporting. Fees are negotiable and may vary based on the size of your account and the services provided. Janney may also offer investment advisory services on a non-wrap basis, where you pay separately for transactions and custody.
Location
22 Corporate Woods Boulevard, 4th Floor, Albany, NY, 12211
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Paul is a board member and on the investment committee for the Cobleskill Richmondville Education Foundation. He is responsible for recommending investment policies and reporting investment results to the Board, meeting quarterly and receiving no compensation.
Employment History
Current Registrations
Janney Montgomery Scott LLC
Janney Montgomery Scott LLCBroker
Previous Registrations
First Union Securities, INC.Broker
First Albany CorporationBroker
State Registrations44 states
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